Sage Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606M | Sell |
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|
2025
Q1 | $560M | Buy |
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|
2024
Q4 | $576M | Sell |
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|
2024
Q3 | $567M | Sell |
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|
2024
Q2 | $538M | Buy |
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|
2024
Q1 | $507M | Buy |
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|
2023
Q4 | $456M | Sell |
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|
2023
Q3 | $411M | Sell |
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|
2023
Q2 | $434M | Buy |
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|
2023
Q1 | $399M | Buy |
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|
2022
Q4 | $366M | Buy |
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|
2022
Q3 | $337M | Buy |
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|
2022
Q2 | $352M | Buy |
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|
2022
Q1 | $422M | Sell |
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|
2021
Q4 | $448M | Buy |
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|
2021
Q3 | $400M | Sell |
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|
2021
Q2 | $401M | Sell |
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|
2021
Q1 | $370M | Sell |
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|
2020
Q4 | $357M | Buy |
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|
2020
Q3 | $308M | Buy |
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|
2020
Q2 | $275M | Buy |
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|
2020
Q1 | $226M | Sell |
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|
2019
Q4 | $301M | Sell |
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|
2019
Q3 | $280M | Buy |
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|
2019
Q2 | $270M | Buy |
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|
2019
Q1 | $255M | Buy |
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|
2018
Q4 | $219M | Buy |
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|
2018
Q3 | $252M | Sell |
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|
2018
Q2 | $238M | Sell |
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|
2018
Q1 | $232M | Sell |
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|
2017
Q4 | $235M | Buy |
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|
2017
Q3 | $219M | Buy |
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|
2017
Q2 | $210M | Buy |
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|
2017
Q1 | $200M | Buy |
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|
2016
Q4 | $188M | Buy |
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|
2016
Q3 | $181M | Buy |
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|
2016
Q2 | $171M | Buy |
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|
2016
Q1 | $164M | Buy |
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|
2015
Q4 | $156M | Sell |
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|
2015
Q3 | $159M | Buy |
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|
2015
Q2 | $158M | Buy |
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|
2015
Q1 | $156M | Sell |
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|
2014
Q4 | $155M | Buy |
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|
2014
Q3 | $146M | Buy |
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|
2014
Q2 | $144M | Buy |
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|
2014
Q1 | $119M | Buy |
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|
2013
Q4 | $112M | Buy |
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